Application Build

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke  

Auto Translation Property will impact the systeam performance in consoladation?

Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager.  I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference.  Looking forward to your support and guidance, Any help would be appreciated

Hi,  Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process.  I updated all Databases and Server configuration files as the documentaion shows.  I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime  Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too.    But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information:  Thanks in advance for any help.  Regards    

Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure.  What is the usual data migration strategy that is used ?  My question is more focused on Data Migration :  There are 4  sets of data :  1. Data Corresponding to Origin Import :  2. Data Corresponding to Forms  3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information )  - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ?  4. Annotations  What is the best practices around it ?  What are the things that one should take care about ?  Regards, SS  

in OneStream we can do custom table with process development, also there is Thing Planning where we can do process development. Is there any document or anyone can help us to provide the pros and cons of these 2 development methods? 

Hi, Good Day ! I would like to change the Entity Relationship property from dashboard. When the user clicks the button, the metadata associated with the entity relationship property should be updated to reflect the option the user has chosen from the dropdown menu. Can you please help me how can I achieve this requirement.    Thank You     

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

Originally posted by Sue Termyna Is OneStream compatible with Citrix?  We are looking to have offshore resources access the Windows client and also use the Excel Add-in via the Citrix Virtual Desktop platform.

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.

Hello All,We have setup People Planning for 24 periods.  We need to import the data into a cube across 2 years/24 months.Wondering the best approach.We have flagged Allow Loads After Workflow View Year as "True".We have tried using "Range" in the Workflow Tracking Frequency.This approach works, but the fact that we can't change time periods in the Scenario, creates some monthly and annual process management issues.Anybody use an alternative approach?Thanks,Scott

currently we are using standard time profile, we are planning to change the time profile to 5-4-4.  does it affect historical data? how can we achieve changing time profile? 

Hi OS Experts,  I need to make "AllowAdjustments" to FALSE (from TRUE) for Parent elements in the Entity Dimension properties. so, I exported the Entity dimension in xml file and edit it in Notepad++ to update the "AllowAdjustments" to False but I am not sure which ones are parent elements. How to identify that particular element is parent or not? Is there any Key identifier to identify that the element is Parent or Base element? any suggestions. it is bit urgent kindly do needful.  

Team, we are looking for a solution using python for code migration between the environments/ copy applications. Any suggestions on this ?

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

Hello OneStream community, I have an SQL table editor component current in one of my dashboard. My dashboard is defined by 2 embedded dashboard. for the sake of this example, the first one only has the SQL table editor, the second one hold a single button. Right now, when I click on the button, it should update something on the selected row of the SQL table editor. By doing so, it also refresh the dashboard. However, refreshing the dashboard will cause the row to be unselected. My question is : is there a way to refresh the SQL table editor without resetting the row selection ? Regards,

Using this prompt, what 6 transformation rules need to be built? Currently I have: 1. View YTD to YTD on a one-to-one 2. Account * mask 3. Entities * mask 4. UD 3 * mask Huron Energy Services (HES) is a global energy services company. Their User-Defined 3 dimension in OneStream is used for their Function code. The Function code represents the job function that a value falls under. For example, Function 62 is associated with Human Resources. So, salaries for employees in the Human Resources department will be coded to Function 62 (FCT_62). When loading data to OneStream, the project team has encountered a difficulty. For every expense account in their source system, there are two accounts in OneStream. These accounts are suffixed with "C" or "G", for Cost of Goods Sold (COGS) or Selling, General & Administrative (SG&A) expenses. For example, in their source system they have account 56789, but in OneStream they have accounts 56789C, which is part of the COGS rollup, and 56789G wh

Hello, we need to setup Data Cell Access Security based on our UD1 structure. UD1 defines our Business Unit structure and we need so setup security security on this. I spent days on this but I don´t get it to work the way we need it. We have consolidation users on different levels in the UD1 hierarchy: So some users are on to (group level - they need access on all data) some on divisional level (they should see all data within their division, so divisional level and all business units below) but the need to be restricted to their own division and are not allowed to see data of another dvision or business units which are not part of their division.   some on business unit level (they need so see all data within their business unit but not from other business units) and finally entity users: the only should have access to data on their entity/entities. How can I setup this so that it´sconvenient to maintain and all security need get met?   Regards Martin

Hi, what is the best way to change the colour of the Onestream background from blue to another colour. We have separate environments  for actual and test, so wanted to differentiate through the use of different colours. Thank you.

Can someone please guide me on passing parameter from dashboard button to DM seq. I followed couple close forum question but still it did not work. Basically trying to call DM seq which has extensibility rule from button. Some how it not able to read value from the parameter. Could you guide me what I am doing wrong. Trying to capture value here. It work if I just execute DM but does not from button.  Dim DimTypeStr As String = args.NameValuePairs.XFGetValue("EnterDimensionType", String.Empty)  

Does anyone know why the first row is basically locked and I can pull the rest of the data out like this in an Excel Report? Anyone know a fix?  

Hello,  We are currently investigating the possibility of moving two UD members to a new parent in the dimension in the middle of the year without changing how historical data roll up.  Illustrated as below, so CHILD A and CHILD B will belong to a new subtotal, CHILD 1D.    Ideally, we don't want to create new members to replace CHILD 1A and CHILD 1B.  Potentially we can create an alternate rollup, TOTAL B, to maintain the old structure, but the effort of reviewing all the reports and adding a selection parameter to switch to different rollup is a lot.  This UD dimension leads the  planning process, which is done per PARENT A, B, C, etc. It is important to be able to see at the cut-off period data rolls up to different parents in the Forecast scenarios.      Has anyone worked with this kind of change before? Could you please share your experiences for some ideas here? Thanks in advance!